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AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT (EIN 52-1964499)
Tax period
2013-08-01 to 2014-07-31
Filed
2015-06-11
IRS object ID
201521629349300107
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-11T08:18:12-05:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521964499EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
Business Name Line2ROBERT L HABUSH ENDOWMENTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2029653500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES JEFFRESSPersonNm
Person TitleAAJ COOPersonTitleTxt
Phone2029653500PhoneNum
Signature2015-06-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH HELLERPreparerPersonNm
PTINP00397829PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN FLYNN PETERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$7,533,446GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JUSTICE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE ENDOWMENT WAS CREATED TO PROVIDE A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$127,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,195,834PYInvestmentIncomeAmt
CY Investment Income$1,158,228CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,322,834PYTotalRevenueAmt
CY Total Revenue$1,158,228CYTotalRevenueAmt
PY Grants And Similar Paid$764,032PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$764,802CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$172,609PYOtherExpensesAmt
CY Other Expenses$183,623CYOtherExpensesAmt
PY Total Expenses$936,641PYTotalExpensesAmt
CY Total Expenses$948,425CYTotalExpensesAmt
PY Revenues Less Expenses$386,193PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$209,803CYRevenuesLessExpensesAmt
Total Assets BOY$21,020,688TotalAssetsBOYAmt
Total Assets EOY$21,943,413TotalAssetsEOYAmt
Total Liabilities BOY$464,066TotalLiabilitiesBOYAmt
Total Liabilities EOY$371,204TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,556,622NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,572,209NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L. HABUSH ENDOWMENT, IN CONJUNCTION WITH AAJ, IS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. IT ACCOMPLISHES THIS THROUGH THE FOLLOWING PRIORITIES:--PROVIDING CONSISTENT PUBLIC EDUCATION AND RESEARCH TO PROMOTE INFORMED PUBLIC DIALOGUE ON, UNDERSTANDING OF AND APPRECIATION FOR THE CIVIL JUSTICE SYSTEM; --SPONSORING PRESTIGIOUS EDUCATION PROGRAMS AND WELL-RECEIVED PUBLICATIONS FOR JUDGES AND LAW PROFESSORS; AND, --FUNDING INNOVATIVE SCHOLARSHIPS AND FAR REACHING RESEARCH ON THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$948,425ExpenseAmt
Grant$764,802GrantAmt
DescTO HELP FUND EMPIRICAL RESEARCH PROJECTS ON SUBSTANTIAL AREAS OF THE LAW INCLUDING ISSUES RELATING TO JUROR BIAS, MEDICAL MALPRACTICE INSURANCE, SOFT TISSUE STUDIES, CONTINGENCY FEES AND TORT TAX ISSUES.Desc
Total Program Service Expenses$948,425TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY K BERGE CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone2029653500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATHLEEN FLYNN PETERSON ESQ
PRESIDENT1.002.00Yes (X)Yes (X)$0$0$0
ROXANNE BARTON CONLIN ESQ
VICE PRESIDENT1.002.00Yes (X)Yes (X)$0$0$0
TODD A SMITH ESQ
SECRETARY1.002.00Yes (X)Yes (X)$0$0$0
ANTHONY TARRICONE ESQ
TREASURER1.002.00Yes (X)Yes (X)$0$0$0
ROBERT L HABUSH ESQ
DIRECTOR EMERITUS1.002.00Yes (X)$0$0$0
MARY E ALEXANDER ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
LEO V BOYLE ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
LEWIS S MIKE EIDSON ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
SIDNEY W GILREATH ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
STEPHEN J HERMAN
BOARD OF DIRECTORS1.000.00Yes (X)$0$0$0
MARK S MANDELL ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
ALFRED K NIPPERT JR ESQ
BOARD OF DIRECTORS1.000.00Yes (X)$0$0$0
EUGENE I PAVALON ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
HERMAN J RUSSOMANNO ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
FREDERICK SCHENK ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
LARRY S STEWART ESQ
BOARD OF DIRECTORS1.002.00Yes (X)$0$0$0
CHARLES JEFFRESS
COO1.0039.00Yes (X)$6,013$234,485$22,329
MARY K BERGE
CFO0.5039.50Yes (X)$2,615$206,542$25,410
DANIEL COHEN
GENERAL COUNSEL1.0019.00$5,448$103,503$11,954Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,076TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$544,530TotReportableCompRltdOrgAmt
Total Other Compensation$59,693TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILL LYNCHBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 W WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENTServicesDesc
Compensation$147,280CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$584,561TotalRevenueColumnAmt
Exclusion$584,561ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,948,885SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,375,218SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$573,667SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$573,667TotalRevenueColumnAmt
Exclusion$573,667ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,158,228TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,158,228ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$674,302TotalAmt
Program Services$674,302ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$90,500TotalAmt
Program Services$90,500ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,035TotalAmt
Program Services$3,035ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$147,280TotalAmt
Program Services$147,280ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$660TotalAmt
Program Services$660ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,167TotalAmt
Program Services$1,167ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES & LICENSESDesc
Total$31,481TotalAmt
Program Services$31,481ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$948,425TotalAmt
Program Services$948,425ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$375,861BOYAmt
EOY-$91,795EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$58,012BOYAmt
EOY$31,210EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,586,815BOYAmt
EOY$22,003,998EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,020,688BOYAmt
EOY$21,943,413EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$464,066BOYAmt
EOY$371,204EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$464,066BOYAmt
EOY$371,204EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,181,276BOYAmt
EOY$4,196,863EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,375,346BOYAmt
EOY$17,375,346EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,556,622BOYAmt
EOY$21,572,209EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,020,688BOYAmt
EOY$21,943,413EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$209,803ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$805,784NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
FieldValueIRS element (for citing)
EIN042114561EIN
Organization Type501(C)(6)OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$0SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,556,622BeginningYearBalanceAmt
Investment Earnings Or Losses$1,964,012InvestmentEarningsOrLossesAmt
Other Expenditures$948,425OtherExpendituresAmt
End Year Balance$21,572,209EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,005,290BeginningYearBalanceAmt
Contributions$127,000ContributionsAmt
Investment Earnings Or Losses$1,360,974InvestmentEarningsOrLossesAmt
Other Expenditures$936,642OtherExpendituresAmt
End Year Balance$20,556,622EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,274,922BeginningYearBalanceAmt
Contributions$92,210ContributionsAmt
Investment Earnings Or Losses$1,198,860InvestmentEarningsOrLossesAmt
Other Expenditures$560,702OtherExpendituresAmt
End Year Balance$20,005,290EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,486,847BeginningYearBalanceAmt
Investment Earnings Or Losses$1,517,369InvestmentEarningsOrLossesAmt
Other Expenditures$464,150OtherExpendituresAmt
Administrative Expenses$265,144AdministrativeExpensesAmt
End Year Balance$19,274,922EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,374,486BeginningYearBalanceAmt
Contributions$12,000ContributionsAmt
Investment Earnings Or Losses$1,791,620InvestmentEarningsOrLossesAmt
Other Expenditures$494,341OtherExpendituresAmt
Administrative Expenses$196,918AdministrativeExpensesAmt
End Year Balance$18,486,847EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.80550PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19450TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,964,012TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$805,784NetUnrealizedGainsInvstAmt
Revenue Not Reported$805,784RevenueNotReportedAmt
Revenue Subtotal$1,158,228RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,158,228TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$948,425TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$948,425ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$948,425TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT REPRESENTS A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.
PART X, LINE 2:THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BENJAMIN N CARDOZO SCHOOL OF LAW YESHIVA UNIVERSITY
55 FIFTH AVENUE ROOM 1013NEW YORKNY10003131624225501(C)(3)$19,792LEGAL AND SOCIAL IMPACT OF SUPREME COURT?S RECENT PRO-ARBITRATION JURISPRUDENCE
CENTER FOR PROGRESSIVE REFORM
455 MASSACHUSETTS AVE NWWASHINGTONDC20001352182224501(C)(3)$95,000TRUTH ABOUT TORTS
CUNEO GILBERT & LA DUCA LLP
507 C STREET NEWASHINGTONDC20002134250182$60,000FORCED ARBITRATION
LOYOLA LAW SCHOOL
919 ALBANY STREETLOS ANGELESCA90015951643334501(C)(3)$10,000LOYOLA LAW SCHOOL: JOURNALIST LAW SCHOOL PROGRAM
PETER D HART RESEARCH ASSOCIATES
1724 CONNECTICUT AVE NWWASHINGTONDC20009522137154$114,000FORCED ARBITRATION
POUND CIVIL JUSTICE INSTITUTE
777 - 6TH STREET NWWASHINGTONDC20001046079643501(C)(3)$200,000JUDGES FORUM (JULY 2013)
PUBLIC CITIZEN FOUNDATION
1600 20TH STREET NWWASHINGTONDC20009521263996501(C)(3)$25,000PERSONAL JURISDICTION OVER FOREIGN DEFENDANTS
ST JOHN'S UNIVERSITY SCHOOL OF LAW
8000 UTOPIA PKWYQUEENSNY11439111630830501(C)(3)$35,510CONSUMER UNDERSTANDING OF ARBITRATION CLAUSES
STEIN LEGAL AND EDUCATION CONSULTANTS LLC
72 MOREHOUSE DRIVEFAIRFIELDCT06825274014174$15,000LEVELING THE LITIGATION PLAYFIELD
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH 6TH FLOORNEW YORKNY10018134188834501(C)(3)$100,000SUPPORT & STUDIES ON IMMUNITY, LIABILITY INSURANCE AND FDA REGULATORY ISSUES
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
CONSERVATIVE OUTREACH PROGRAM 20141$28,000
LEVELING THE LITIGATION PLAYFIELD1$15,000
TREATMENT OF MEDICAL EXPENSES UNDER THE ACA1$25,000
TORT REFORM BY ANY OTHER NAME1$22,500

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT PROPOSALS ARE BROUGHT BEFORE THE ENDOWMENT BOARD AT THEIR QUARTERLY MEETINGS. ONCE THE PROPOSAL IS APPROVED, QUARTERLY PROGRESS REPORTS ARE SUBMITTED TO THE BOARD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLES JEFFRESS
COO$5,628$219,475$188$7,313$197$7,697$282$11,011$276$10,759$6,571$256,255$0$0
MARY K BERGE
CFO$2,522$199,204$63$4,938$30$2,400$135$10,695$182$14,397$2,932$231,634$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationALL PERSONNEL PROVIDING SERVICES TO THE FUND ARE EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). THEIR COMPENSATION IS DETERMINED AT AAJ; PLEASE SEE AAJ'S FORM 990.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
FieldValueIRS element (for citing)
Relationship DescriptionCOMMON BOARD MEMBERSRelationshipDescriptionTxt
Transaction$90,000TransactionAmt
TransactionAAJ CHARGED THE ENDOWMENT A MANAGEMENT FEE OF $30,000 AND WAS REIMBURSED FOR A SHORT-TERM CASH ADVANCE OF $60,000.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE ENDOWMENT'S DAY-TO-DAY AFFAIRS MAY BE CONDUCTED BY AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE ENDOWMENT'S OFFICERS, THE IMMEDIATE PAST PRESIDENT (PROVIDED THAT HE/SHE IS A MEMBER OF THE BOARD OF DIRECTORS), AND ONE MEMBER OF THE BOARD, WHO IS APPOINTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND PERFORM ALL OF THE DUTIES COMMONLY INCIDENT TO AND VESTED IN THE BOARD OF DIRECTORS, EXCEPT THAT THE COMMITTEE SHALL HAVE NO POWER TO AMEND, ALTER, OR REPEAL THE ENDOWMENT'S BYLAWS; ELECT, APPOINT, OR REMOVE ANY MEMBER OF THE COMMITTEE OR ANY ENDOWMENT OFFICER OR DIRECTOR; AMEND THE ENDOWMENT'S ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR CONSOLIDATION; AUTHORIZE THE SALE, LEASE, EXCHANGE, OR MORTGAGE OF THE ENDOWMENT'S PROPERTY OR ASSETS; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE ENDOWMENT OR REVOKE PROCEEDINGS THEREFOR; ADOPT A PLAN FOR DISTRIBUTION OF THE ENDOWMENT'S ASSETS; OR AMEND, ALTER, OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT FORBIDS SUCH ALTERATION, REPEAL, OR AMENDMENT.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ENDOWMENT IS THE AMERICAN ASSOCIATION FOR JUSTICE.
FORM 990, PART VI, SECTION A, LINE 7ATHE ENDOWMENT'S DIRECTORS ARE ELECTED BY THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), FROM INDIVIDUALS NOMINATED BY THE ENDOWMENT'S BOARD OF DIRECTORS. ANY VACANCIES THAT MAY OCCUR ON THE BOARD WILL BE FILLED, FOR THE UNEXPIRED TERM, BY THE AAJ BOARD OF GOVERNORS.
FORM 990, PART VI, SECTION A, LINE 7BAMENDMENT OR REPEAL OF THE ENDOWMENT'S BYLAWS IS DONE BY THE AFFIRMATIVE VOTE OF THE ENDOWMENT'S BOARD OF DIRECTORS, SUBJECT TO THE RATIFICATION OF THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE CFO, THE COO AND THE AUDIT COMMITTEE, AND IS SENT TO THE ENTIRE BOARD BEFORE BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CBECAUSE THE ENDOWMENT IS AN AFFILIATE OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), IT IS COVERED BY AAJ'S CONFLICT OF INTEREST POLICY. FOLLOWING IS THE PROCEDURE EMBODIED IN THAT POLICY: THE GOVERNOR OR ORGANIZATIONAL MANAGER SHALL REVEAL THE POTENTIAL CONFLICT, IN WRITING TO THE AAJ PRESIDENT, UNLESS THE PRESIDENT IS THE GOVERNOR IN QUESTION, IN WHICH CASE IT SHALL BE DISCLOSED TO THE AAJ PRESIDENT ELECT. THE WRITTEN DISCLOSURE SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING: I. THE NATURE OF THE TRANSACTION. II. THE TERMS AND CONDITIONS OF THE TRANSACTION, INCLUDING MONEY OR OTHER BENEFITS FLOWING TO THE GOVERNOR, THE ORGANIZATIONAL MANAGER OR THE OTHER DISQUALIFIED PERSON. III. TO THE EXTENT THAT IT IS A DISQUALIFIED PERSON AND NOT AN ORGANIZATIONAL MANAGER OR GOVERNOR, THE NAME, ADDRESS AND RELATIONSHIP OF THE DISQUALIFIED PERSON TO THE ORGANIZATIONAL MANAGER OR GOVERNOR AND THE EXTENT OF THAT PERSON'S INTEREST IN THE TRANSACTION. IV. ANY OTHER INFORMATION REASONABLY REQUESTED BY THE PRESIDENT OR PRESIDENT ELECT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN THE AAJ/THE FUND AND ITS GOVERNORS, ORGANIZATIONAL MANAGERS, OR OTHER DISQUALIFIED PERSONS, NO TRANSACTION WILL BE CONSUMMATED IF: I. THE TRANSACTION IS NOT BASED UPON FAIR MARKET VALUE, INCLUDING REASONABLE COMPENSATION WITH RESPECT TO ANY ORGANIZATIONAL MANAGER WHO IS AN EMPLOYEE; OR, II. ANY TRANSACTION IN WHICH THE GOVERNOR, ORGANIZATIONAL MANAGER OR OTHER DISQUALIFIED PERSON RECEIVES A PERCENTAGE OF THE REVENUES OF THE ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 15FORM 990, PART VI, SECTION B, LINE 15: THE ENDOWMENT DOES NOT HAVE AN EXECUTIVE DIRECTOR, NOR EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE, A RELATED ENTITY.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
AMERICAN ASSOCIATION FOR JUSTICE
777 6TH STREET NWWASHINGTONDC20001042114561PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEMDC501(C)(6)0
AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND
777 6TH STREET NWWASHINGTONDC20001521105720TRAIN AND EDUCATE LAWYERS ON LEGAL ISSUESDC501(C)(3)0LINE 9AMERICAN ASSOCIATION FOR JUSTICE
AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE
777 6TH STREET NWWASHINGTONDC20001526161471POLITICAL ACTIVITIESDC527/SSF0AMERICAN ASSOCIATION FOR JUSTICE
TRIAL LAWYERS CARE
777 6TH STREET NWWASHINGTONDC20001522346888HELP 9/11 VICTIMS OBTAIN PAYMENT FROM THE FEDERAL 9/11 COMPENSATION FUNDDC501(C)(3)0LINE 7AMERICAN ASSOCIATION FOR JUSTICE
CIVIL JUSTICE FOUNDATION
777 6TH STREET NWWASHINGTONDC20001521477114SAFEGUARD CONSTITUTIONAL RIGHTSDC501(C)(3)0LINE 7AMERICAN ASSOCIATION FOR JUSTICE
AAJ FOUNDATION
777 6TH STREET NWWASHINGTONDC20001463159400SUPPORTING AAJ ACTIVITIESDC501(C)(3)0LINE 7AMERICAN ASSOCIATION FOR JUSTICE

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE ATLA GROUP INSURANCE TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
EIN526231357EIN
Primary ActivitiesINSURANCE TRUSTPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeTEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$90,000InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt